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Messages - Dave

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31
TV-9D9 / Re: Andor (SPOILERS possible)
« on: April 22, 2025, 10:26 AM »
I went back and rewatched the last few episodes of Andor.  I'm so jacked for tonight's Season 2 premier.  I'm worried that my hopes might be too high after the first season - usually I go in to new streaming Star Wars series with a fairly moderate to low expectation, but not this time.

32
The Vintage Collection / Re: TVC and Tariff Pricing
« on: April 21, 2025, 04:09 PM »
Okay. I appreciate replies. I still don't know if I get it. Here's the scenario that runs through my mind...

Hasbro debuts a $17 TVC action figure today for delivery in the summer. EE puts it up for presale, and presells out. The figure arrives in July now with a 150% tariff added on, so it becomes a $42 purchase. (I know in reality it is a tariff on the wholesale price and not MSRP, but go with me for simplicity's sake.) EE allows me to cancel that preorder, and in fact all preorder customers cancel due to the incredible price jump. Does EE get stuck with all that inventory at that cost? Can they cancel and stick Hasbro with the costs and inventory? Can Hasbro refuse the tariff and choose not to unload the ship?

Is all of this unprecedented and just unknown at this point?

Yes, yes, and yes.

There are customers choosing to abandon their items at the dock (in China or on the West Coast) because the provided a down payment (lets say 50%) and then have to pay the final amount upon shipment.  The tariffs are so high and the costs now make their items unsellable so they are just walking away.  The manufacturer (in China) is screwed because they have lost half of their revenue but fully invested to make something that is now unsellable.  The buyer is screwed because they lost their down payment and now have nothing to sell.  And the end customer is screwed because now they can't buy the widget that they want/need.

I'm working with a few customers in China that are asking us to hold inventory indefinitely in the US until the tariffs are resolved/lowered.  They've paid us the agreed upon price, but we're just sitting on it.  I wouldn't be surprised if Hasbro might try something like that with the Cantina where they ask the factory (or local subsidiary) to hold the finished product for some period of time in hopes that tariffs decline.


33
The Vintage Collection / Re: TVC and Tariff Pricing
« on: April 21, 2025, 03:08 PM »
Ultimately it doesn't matter who is the importer of record and who pays the tariff.  If Hasbro is the importer of record and paying the tariff, Hasbro could very easily just pass that on to BBTS and EE because they don't have enough a contract that protects them against price changes.  If EE and BBTS are the importer of record then they're paying the tariffs directly.  Either way they're paying the higher costs and passing them along to their customers (us).

Amazon may have specific language in their contract with Hasbro that doesn't allow for this, or they've chosen to eat the tariffs for now and not pass it on to customers because they value their "price guarantee" long term more than short term profitability.  I would assume Target and Wal-Mart probably also have strong buying power with Hasbro that might protect them more than a small company like EE and BBTS.

Either way, somebody has to pay the tariff and decide if they want to pass it on down the line to the customer.  It can even become more exacerbated if everyone is trying to maintain a margin %.  If people are trying to achieve 30% margins along the way (factory to Hasbro, Hasbro to retailer, retailer to customer) and there is a 10% tariff paid at the beginning, that will result in a larger than 10% price increase as retailers seek to maintain their 30% margins.  In my business we call this margin stacking, and it usually results in substantial lost business.

EE and BBTS are probably also working with other distributors for some of their lines (although maybe not Hasbro).  Think Japanese anime or some other types of lines where the manufacturer may not sell direct to US companies and work with another layer of distributors.  That could add another layer of margin stacking.

Tariffs are generally a terrible idea unless they're protecting a strategic capability - e.g. microchips, steel/aluminum, etc.  The US and Europe haven't made plastic toys in our lifetime and never will. 

34
Available for Premium Members now.

Guess I'll check back in an hour or so.

That one hour delay for the common folk is maybe the dumbest "value" I've ever seen someone try and monetize with a premium membership.  Hasbro marketing should be ashamed of their stupidity.

35
TV-9D9 / Re: Maul - Shadow Lord (Disney +)
« on: April 18, 2025, 10:15 AM »
Ever since that final twist in Solo came out, I thought this would be a great side series that they could pull the string on.    Glad they're finally getting to it.

36
The Vintage Collection / Re: The Future of Star Wars Collecting?
« on: April 18, 2025, 10:12 AM »
TVC was the main offering back in the day and retail had no other real Star Wars options, with TBS coming in to sort of compete for pegs and dollars at retail.   But I think the big change is the release of the Epic Hero line and how Hasbro / retail treats TVC vs. Epic Hero.  Combine this with Hasbro's weak management of TVC at retail (price too high for kids and soccer moms, no alignment with current media releases, assortments weird with random repacks and not enough hero or core characters) and I think you've essentially got a fan channel only sort of offering now for TVC.

I'd still like to see them change Epic Hero to be fully compatible with TVC and be 5 POA 3.75" scale.  I love the concept of a more value oriented line with lots of main characters at retail and fan oriented more expensive stuff (TVC) being more online / fan channel only. 

Now that TVC has become nearly all fan channel, I'd really like to see Hasbro embrace this mentality and forget about brick and mortar retail appeal.  This could include increasing the price, giving us fewer (no) repack/kitbashes that are lazy, and drive all new collector oriented offerings that would probably never work at retail (Andor figures, obscure cantina aliens, etc).

37
I think that old Bantha is still phenomenal.  I don't need another one, but I'm good with them releasing a refresh for those that still need it or want more to add to their Tusken army.

38
Collector's Tips / Re: Platoon Systems Action Figure Stands
« on: April 17, 2025, 09:13 AM »
Anybody try these stands yet?  Do the foot pegs work any better than the Marauder stands for TVC figures?

39
I really wish they had done this line in 3.75" 5POA.  I would buy every one of these, but the 4" scale looks off in a lot of cases.

Just opened a bunch of 5POA figures from The Last Jedi and they're pretty sweet.  I love TVC, but a well done 5POA figure is just fine too if its in scale with everything else.

40
I'm not sure how I feel about a four pack of Snowtroopers with essentially no variation beyond the rifle.  I've already got a bazillion from prior releases so I don't feel like I need to army build any more.

Maybe include an E-Web (although they probably would add $20), but it would have been nice to maybe get some weathering variations or battle damage.

I'm probably going to pass on this at full retail and consider getting it if it gets discounted.  Still not sure I need more Snowtroopers at any price.

41
The Vintage Collection / Re: 2025 TVC Wave 2 (New TVC Wave 41)
« on: April 12, 2025, 10:32 AM »
Amazon sent me emails to expect this wave on April 16.

42
I'm always up for more droids that are from any series.  Although I wish I had a Garza to do with my droids from Garza's Sanctuary.

43
The Vintage Collection / Re: TVC and Tariff Pricing
« on: April 10, 2025, 05:57 PM »
I did a quick check of a couple dozen TVC and Disney Droid Factory figures I had laying around from the past couple of years and I couldn't find anything that wasn't "made in China".

44
The Vintage Collection / Re: TVC and Tariff Pricing
« on: April 10, 2025, 03:40 PM »
I don't have access to the Sarlacc Pit, so I apologize if this shouldn't be posted here.
My question is, I had heard that Hasbro moved production into Vietnam and India. Theoretically, if tariffs are 'paused' would that mean Hasbro can avoid this 100%+ trade war, or was the Vietnam/India news more PR than actual production?

This week has been an emotional and financial rollercoaster.

You can apply for access to the Sarlacc Pit if you want to.  The default is no access, but just ask if you want access.  Its usually not too messy in there.

A couple of challenges with ever shifting tariffs and Hasbro:
- Hasbro overall has 40% of production still in China.  Its hard to tell how much of Star Wars is there vs. Nerf and other things.
- Tariffs are charged on the import date, so today there may be 100% tariffs, and next week it might be 20%, and then later in the year it could be something different.  Retailers, consumers, etc. can't easily plan around this ever shifting unknown.
- Running a business with such massive unknowns is really, really hard, and a lot of consumers won't understand what is going on.  They'll think, "I preordered this for $18.  Why am I being charged $27?  I'm getting screwed by Hasbro/BBTS, etc."  I think you may also see price guarantees like Amazon's go away, or they'll add line item "tariff passthrough charges" like BBTS.

45
The Vintage Collection / Re: TVC and Tariff Pricing
« on: April 10, 2025, 01:42 PM »
Everybody get the email from BBTS about tariffs driving price increases for your favorite toys?  They're going to add a specific line item for tariff fees that they say will add 15-40% in the price of toys.

Jeff and I were ranting a bit about it in the Sarlacc pit as it involves the whims of our dear leader Trump.

Sarlacc Pit

We can discuss in either or both places, but looks like this is going to be a real thing for the collecting community going forward.

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